Job offer

Customer advisor

The position of Client Advisor at UBS in Zurich involves processing loan applications, advising clients and selling banking products. The role is sales and deal-oriented and requires a high level of service orientation and flexibility.

The role

In this exciting sales and deal-oriented advisory role, you will be responsible for processing loan applications and will be able to apply your sales flair to our first-class product range. This includes recording and checking written and telephone loan applications and developing solutions tailored to the customer's requirements. As a customer advisor, you will provide an excellent service to our customers and work closely with internal interfaces. We are looking for a new colleague to take on the following core tasks:
  • Processing and reviewing incoming loan applications
  • Verification of customer information and documents with regard to accuracy and authenticity
  • Notification and communication of credit notes to the customer
  • Telephone advice for customers on all aspects of the "BANK-now offer"

What we wish for

  • Several years of professional experience in a
  • Fluent German and business fluent
  • Joy and openness for the customer
  • High flexibility and pronounced
  • Commitment and entrepreneurial
  • Service-oriented and
  • Structured, results-oriented

We offer

  • A collegial environment in a young company
  • Support, helpfulness and
  • Mutual goals
  • Flexible working models, if the role allows it
  • Support for personal and professional development

Job details

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